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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Concerning the report, unadjusted EPS this Q3 was $3.85 compare to $3.45 for
Q2. Therefore higher for Q3 than Q2. On the other hand, they stated for Q2 adjusted EPS was $6.49.
For some reason, they didn't state the adjusted EPS for Q3 in yesterdays release.
You calculated it at $4.29.
Why didn't they state that!
Read Answer Asked by Herm on November 01, 2019
Q: What would be the effects of China, Russia and the European Union having a common currency on the US and Canadian dollars.

Clayton
Read Answer Asked by Clayton on November 01, 2019
Q: When responding to a recent question you said that CVS was a low growth /high risk investment. I own the shares , having purchased them not too long ago around $61 a share, and did not consider the company this way . Yes there is debt. However my thought is that the recent acquisition of Aetna made the company better with modest EPS improvements in 2021 and higher the following year. As the market recognizes that the company is better positioned with Aetna , my expectation is that shares will continue to trend higher over the next 12 to 18 months. Shares currently trade at a very low PE multiple. Can you please provide you rationale for your assessment
Read Answer Asked by John on November 01, 2019
Q: Hello 5i team,
I have a question in terms of buying the dips for Gildan Activewear Inc. I initially bought roughly a half position around the time you issued the buy recommendation for GIL at $49.33. Since the poor recent quarter and guidance downwards for the next year, the stock has dropped to $34.26 as I write this.

It seems this is purely market driven as appose to company fault. If I plan to hold this long term (~5 years), would it be a good idea to add to my current position? I know you are not a fan of averaging down, but isn't buying the dip the same thing?

Andrew
Read Answer Asked by Andrew on November 01, 2019
Q: Hi 5i: I have WCP, TOG and VET in my TFSA and RIFF accounts and I am down at least 50% for each. Would you consider averaging down for each? I will most likely carry each company up to 5-7 years. When do you think would be a good time to buy?
Thanks, James
Read Answer Asked by James on November 01, 2019
Q: B of C has held rates however outlook is projecting perhaps a further rate cut. Household debt load is at an all time high, with little or no margin available for emergency requirements.
Personally I cannot help that a Day of reckoning is coming, as debt servicing for majority of Canadians is coming to a bubble, similar to the 2007-2008 crisis. When home values become an ATM, debt levels only increase further.
What is 5i opinion of this going forward, and if this does occur, would this be the catalyst for the next financial crisis.
Thanks Rick
Read Answer Asked by Rick on November 01, 2019
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